Randy Valley, financial advisor Boise ID
83 score

Randy Valley

CRD Number: 3107362
Current Firm: Waddell & Reed

Randy Valley (CRD# 3107362) is an Investment Advisor Representative working at Waddell & Reed in Boise, ID and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Air Force Appreciation Day Mountain Home, ID Apr 2016 - Current < 1
Mountain Home Chamber Of Commerce Mountain Home, ID Feb 2014 - Current 2
Valley's Local Raw Honey Mountain Home, ID Aug 2013 - Current 3
Randy & Vicki Valley Boise, ID Mar 2002 - Current 14
Various Insurance Carriers For W & R Insurance Agencies Mountain Home, ID Oct 1998 - Current 18
Waddell & Reed, Inc. Mt. Home, ID Aug 1998 - Current 18
Mountain Home Chamber Of Commerce Mountain Home, ID Mar 1999 - Feb 2014 14
Healing Hearts Boise, ID Nov 2011 - Jul 2012 < 1
Life's Doorways Boise, ID Nov 2011 - Jul 2012 < 1
Our Lady Of Good Counsel Church Mountain Home, ID May 2004 - Sep 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Jul 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Randy L. Valley
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AK
  • FL
  • GA
  • NV
  • OH
  • SD
  • TX
  • UT
  • VA
  • WA
  • WI
  • CA
  • CO
  • ID
  • MN
  • MT
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Randy Valley and other advisors.
BADGES
83

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